# Washington Permanente Medical Group DB Plan
Source: https://planprovider.pro/companies/washington-permanente-medical-group-plan

> Washington Permanente Medical Group's DB plan: 1,092 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington Permanente Medical Group

- **Sponsor EIN:** 911841629

- **Sponsor Address:** 1300 SW 27TH STREET, RENTON, WA, 980579813

- **Plan Type:** DB

- **Total Participants:** 1,092

- **Total Assets:** $137.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,092|$137.4M|$19.8M|$0|

| 2023|1,111|$120.3M|$18.8M|$0|

| 2022|1,097|$98.3M|$17.6M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES|NONE|$87,602|—|$87,602|

| MILLIMAN|NONE|$72,173|—|$72,173|

| MERCER INVESTMENT MANAGEMENT|NONE|$5,733|—|$5,733|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $165,508

- **Estimated Expense Ratio:** 0.120% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$317,413|$5,733|—|—|—|

| 2023|$265,220|$5,487|—|—|—|

| 2022|$364,556|$45,421|—|—|$172,091|

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